Overweighting industrial and retail REITs while avoiding self-storage should outperform broad REIT exposure in the current environment. Read the full analysis here.

Conventional wisdom has long said: where interest rates go, cap rates soon follow. In other words, when the cost of capital is high, so too is the ratio of a property’s net operating income to its ...

U.S. commercial real estate cap rates edged lower in the first half of 2025, suggesting that yields may have peaked after two years of steady expansion, according to CBRE's latest Cap Rate Survey. The ...

The Federal Reserve has begun cutting rates. Borrowing costs should be falling. Commercial real estate should be breathing a sigh of relief. Yet the sector remains locked in a frustrating stalemate, ...

The Morningstar US Real Estate Index was up 11.9% over the trailing 12 months, slightly worse than the 15.1% gain seen by the broader US equity market over the same period. Similarly, the sector ...

The Morningstar US Real Estate Index was up just 5% over the trailing 12 months, well below the 24% gain seen by the broader US equity market. However, the real estate sector significantly ...